Top Vendors for Asset Management Education and Training

Providers of education and training programs for asset management.
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Asset Management Education and Training Key Terms


Financial asset management involves the monitoring of shares, bonds and other assets by a professional financial advisor to ensure financial benefit for the shareholders. Functions of financial asset managers in addition to monitoring one's assets include financial analysis, researching and selecting stocks and bonds they feel will benefit the investor and preparing financial reports.

Asset management can also refer to information technology, fleet and utility management.

Financial asset management specialist

A financial asset management specialist is an individual who has successfully completed a program involving coursework related to the Asset Management Process, Risk, Return and Investment Performance, Investment Strategies and Regulatory and Ethical Issues for the Investment Professional.
College for Financial Planning website.

Chartered asset management certification

An individual receiving a chartered asset management certification should demonstrate a strong background in financial planning and asset management in order to qualify to sit for examination. In order to qualify for certification, one should possess one of the following: a degree in finance, accounting or financial services, a CPA, MBA, MS, PhD, or JD from a certified program, or completed coursework from a business or law school.

Financial asset management

Fund managers, investment officers and financial consultants experienced in financial asset management have knowledge of principles regarding asset allocation, fixed-income investing, hedge fund investing and commodities investing to provide quality service to their clients.

IT asset management

IT asset management involves inventorying software and hardware equipment owned by an organization, identifying software and hardware upgrades and ensuring all license agreements and compliance regulations are met.

Fleet asset management

Asset management can also involve monitoring an organization's fleet. Fleet asset management systems enable organizations to track the geographic location, idle time, speed, and daily miles traveled of a vehicle.